Odoo CRM: The CRM suite of the most complete ERP on the market

Review Odoo CRM: The CRM suite of the most complete ERP on the market - Appvizer

With over 5 million users, Odoo is the #1 Open Source CRM software! With Odoo CRM, users can get more leads than ever before. Odoo CRM is fully integrated with other applications on the Odoo platform, such as Sales and Inventory, making every aspect of a sale interconnected with every other part of the company. Empower your Sales Team with easy-to-use overviews, reporting, and task scheduling so they can spend more time focused on increasing your customer base!

Integrated Solutions for Boosting Performance

Odoo CRM allows sales teams to easily keep track of their top leads and opportunities. Everything a Sales team needs is fully integrated in one easy to use application meaning they can spend more time selling. Teams have access to:

  • Email integration: Analyze lead quality, make faster decisions, and save time by having customer emails all in one central location

  • Direct Follow-ups: Send follow up messages or schedule follow-up activities right on a lead

  • Recurring Revenue and Renewal Management: Handle renewal requests, cancellations, and more all within the application

  • Outlook Integration: Turn emails received in your Outlook inbox into leads and log their contents as internal notes

  • Action Automation: Automate actions Users manually take during a sales flow.  

  • Lead Searching: Search for leads using a variety of information, such as email, phone number, company name, etc

More comprehensive information at a glance

Thanks to Odoo’s user-friendly Kanban view, Users can quickly track their opportunities pipeline in just a few simple steps. Users get an instant visual overview of their:

  • Sales funnel

  • Next steps

  • New messages

  • Best opportunities

  • Expected incomes

Faster Integrated Marketing 

Odoo’s one-of-a-kind CRM marketing campaign system makes accessing new leads and following up easier than ever before! With Odoo CRM marketing, User can utilize:

  • UTM Fields: Available in Odoo 14 as optional fields on leads/opportunities

  • Automated Campaigns: Create campaigns targeting lead acquisitions, follow-ups, and special offers

Editor: Odoo

Strengths of Odoo CRM

  • Automated next actions
  • Integrated Marketing Strategies
  • User-Friendly Interface
  • Certifications: GDPR

Odoo CRM demo and screenshots

Odoo CRM-Algunas de los módulos instalados en Odoo Odoo CRM-Facturación con un solo click desde presupuesto Odoo Odoo CRM-Facturación con un solo click desde presupuesto Odoo Odoo CRM-Pipeline Proyectos Odoo Odoo CRM-Más opciones de módulos de Odoo Odoo CRM-Módulo de Empleados vista cuadrícula Odoo CRM-Vista informe gráfico CRM Odoo Odoo CRM-Informe vista de Gannt Odoo CRM-appvizer_highlight_odoo_crm

Odoo CRM customers

Odoo CRM-bell Odoo CRM-download Odoo CRM-engie_cofely Odoo CRM-ibm_logo (1) Odoo CRM-logotype_cmjn_auchan Odoo CRM-Securitas Odoo CRM-sodexo

Other features of Odoo CRM

See all the features

Odoo CRM pricing and features

Plans & Pricing

Standard
Contact us

Features

Billing & Invoicing
Quote to Invoice Conversion
Recurrent Billing
Marketing Automation
Automatic Campaign Trigger (trigger, birthday, satisfaction...)
Campaign Scheduling
Campaigns Management
Email Templates
User IP tracking Identification and qualification of companies that visit your website using their IP address and cookie
Sales Force Automation
Access to a Collaborative Database of BtoB Contacts Source of targeted contacts that can be used for sales purpose
Automated Reminders Notification in order to call back a prospect or a customer
BtoB Approach
BtoC Approach
Calls Management On-screen display of information related to an incoming call
Contact Management Editing and follow-up of contacts for a given company
Events History and Follow-Up Account Activity & History
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Lead Scoring Prospect qualification
Opportunity Management Deal that can possibly be gained following the qualification of a lead
Sales Lead Lifecycle Management
Sales Process and Pipeline Customer life cycle management
Salespeople Management
Segments / Populations Possibility to group contacts by type
Standardized Mail Allows you to save an email as a standardized response and use it over and over again
Tracking of Sales Proposals Tracking of sales offers that informs you whether or not the document you sent has been read.

Data hosted in the following countries: Belgium, United States of America (USA)

Small business CRM software for 2021: Reviews and Comparison
Too much CRM software on the market? Are you are wondering which CRM software is the best for you? Discover our comparison to find the future ally of your business development.
Top 7 retention metrics to measure customer loyalty
How do you measure customer loyalty? Discover in this article the difference between customer loyalty and customer retention, and the top 7 retention metrics to measure customer loyalty
Lead conversion: Tips to turn interested leads into customers
CRM is a valuable tool for sharing information, tracking contacts and planning prospecting. It is The solution for optimizing your commercial activity and look no further than in this article to give you tips on how to measure and be successful at lead conversions
Sales Closing Questions and Tips to Seal the Deal
Do you sometimes struggle towards the end of a sale? Do things start to unravel just when they seem to be coming to a successful end? Don't worry, we have tips and suggestions to make sure the next closure you have is a successful one.

Alternatives to Odoo CRM

Find alternatives to Odoo CRM